Agriculture in Africa has tremendous growth potential, but it’s difficult to access for private investors. Is London-listed Zambeef Products a good way in?
Will Zambeef Products soon wake up from its eight-year slumber?
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Weekly Dispatches
Undervalued Shares
Every week, I send out an email with observations about markets, investments, and random other subjects. These emails will help you shape your world-view, they will teach you new investment strategies, and they will also give you new ideas that you can research further.
MOST POPULAR WEEKLY DISPATCHES
Don't invest in it if they don't call you crazy!
13 investment trends for a new world
Investing in Poland (3-part series)
2020 – the year for investing in Europe?
Sark: investment opportunity of a decade
Riches among ruins (3-part series)
A few thoughts on Wirecard
Agfa-Gevaert and activist investing in Europe – a case study
Blogs to Watch (part 1): Lyn Alden
Ferrari – the company, the stock, and my car
Forgotten microcaps (part 1): ZCCM – the secret mining giant of Africa
ZCCM Investments Holdings is a Paris-listed company that time forgot. In recent weeks, the stock price has started to rally. Are exciting changes afoot?
Blogs to watch (part 28): Insecurity Analysis
Insecurity Analysis helps you learn from great investors. Its truly unique approach involves dusty archives and long-forgotten material.
5 promising takeover candidates in Britain
The weak pound sterling makes British companies even cheaper for foreign bidders. What are the likely bid targets?
The strong ruble – what is it telling us?
Russia’s ruble was supposed to turn into “rubble”, but it became a “double” instead. How does this impact private investors?
Gazprom & Co: what to do with Russian ADRs?
Russian ADRs are getting delisted from Western exchanges. What will happen next? Here is what we know so far.
Capital controls – a return to the 1970s?
We thought we had left behind restrictions on the international movement of capital. Will they make the same kind of comeback as inflation just did?
